Ledgewood Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Ledgewood Wealth Advisors’s Portfolio BSCQ Stock Details BSCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.2M	Sell	317,739 -12,787	-4%	-$250K	3.29%	10
2026 Q1	$6.46M	Buy	330,526 +14,996	+5%	+$293K	3.63%	9
2025 Q4	$6.18M	Buy	315,530 +37,018	+13%	+$725K	3.56%	9
2025 Q3	$5.45M	Sell	278,512 -22,639	-8%	-$442K	3.22%	10
2025 Q2	$5.88M	Buy	301,151 +167	+0.1%	+$3.26K	3.7%	8
2025 Q1	$5.86M	Buy	300,984 +4,827	+2%	+$94K	3.78%	8
2024 Q4	$5.75M	Buy	296,157 +40,916	+16%	+$796K	3.71%	8
2024 Q3	$4.99M	Buy	255,241 +61,107	+31%	+$1.19M	3.36%	10
2024 Q2	$3.72M	Buy	194,134 +19,492	+11%	+$374K	3.21%	13
2024 Q1	$3.35M	Sell	174,642 -1,930	-1%	-$37.1K	3.12%	12
2023 Q4	$3.41M	Buy	+176,572	New	+$3.35M	3.15%	12

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Ledgewood Wealth Advisors's BSCQ Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 3.9% in Q2 2026, selling an estimated $250K and leaving 317,739 shares worth $6.2M. The position accounts for 3.29% of the portfolio, ranked #10.

Ledgewood Wealth Advisors first reported a position in BSCQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.46M in Q1 2026. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Ledgewood Wealth Advisors held 317,739 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $6.2M as of Q2 2026.
Ledgewood Wealth Advisors sold 12,787 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $250K.
Invesco BulletShares 2026 Corporate Bond ETF made up 3.29% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $6.46M in Q1 2026.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.